Service Account Executive (Sales)

Comfort Systems USA; Charlottesville (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Health Insurance

401(k) Plan

Flexible work schedule

Job summary

A prominent HVAC service provider is seeking a talented Service Account Executive in Charlottesville, Virginia. The ideal candidate should bring sales experience and HVAC knowledge, with responsibilities including maintaining customer relationships and converting leads into sales. This role offers competitive pay, growth opportunities, and a robust benefits package, including healthcare and retirement plans.

Qualifications

• Experience in sales and HVAC service preferred.
• Competency in Microsoft Office and CRM tools required.
• Ability to write proposals and reports is needed.

Responsibilities

• Develop and maintain customer relationships in assigned territories.
• Convert leads into customers through effective sales techniques.
• Prepare accurate price quotations for maintenance programs.

Skills

Sales experience

HVAC knowledge

Customer relationship management

Microsoft Office literacy

Education

1-3 years of sales experience

3-5 years of HVAC or related trade experience

Tools

CRM software

Job description

Riddleberger Brothers, Inc. is seeking to hire an experienced and self‑motivated sales professional to join our team as a Service Account Executive. We need experienced HVAC Journeyman, but we also have training opportunities available for recent tech grads and those who have experience with residential equipment.

We offer career opportunities that allow you to be part of a team and grow as an individual.

Please click the video below to hear from RBI team members about what they like most about their jobs, and what it's like to build a career at RBI.

We offer you:

• Competitive pay
• Apprenticeship opportunities with a pathway to licensure
• Growth and development opportunities
• Discounts at major automotive, computer, and cell phone companies
• Employee referral incentives
• Available with certain positions, where necessary/required:
  • Company mobile phone and/or tablet
  • Company vehicle
  • Company uniforms
• And much more!

Our benefits package offers you:

• Medical, Dental, Vision, and Life Insurances
• Short-Term and Long-Term Disability Insurances
• Health Care and Dependent Day Care FSA's
• Health Savings Account (HSA)
• Employee Assistance Program (EAP)
• 401(k) Plan with Roth IRA option
• Pet Insurance
• Annual Bonus
• Generous Vacation, Holidays, and Sick Time
• And more!

Please click the video below to hear from RBI team members about training and development opportunities at RBI!

About us:

We are a full‑service plumbing, mechanical, HVAC service, controls, and design‑build company.

• Main office is located at 6127 South Valley Pike, Mount Crawford, VA 22841

To market RBI as the premier commercial mechanical services provider in the area by focusing on retention and growth of our maintenance base. Responsible for recognizing customer needs and desires (within assigned account base) and obtaining additional work by attracting customers to the services that offer solutions and improvements.

Specific Job Duties:

Quality:

• Provides business reports on all accounts within assigned territories including but not limited to forecasting, prospecting list, and CRM management.
• Converts leads into opportunities both in net new account environments and current customers but adequately responding to the lead and following the sales process with the customer.
• Maintains continuous education on the offerings within the RBI portfolio including but not limited to: Preventative Maintenance, Comprehensive Maintenance, Time and Material, Quoted projects.
• Maintains and continuous awareness and knowledge of the competitive landscape in a given territory and/or assignment.
• Maintains a thorough knowledge base of all systems used.

Productivity:

• Maintains selling activity standards meeting individualized KPI’s such as prospecting, initial meetings, site surveys, validation meetings, and closing meetings.
• Data entry into CRM for all weekly activities is required.
• Prepares all pricing on maintenance programs with the local operations team getting approval on hours and materials quoted.
• Maintains the customer relationship starting with prospecting through post sale.
• Takes a stake in all open AR with customers in territory assignment.
• Prepares all proposals in NorthBoundary.
• Reviews the profitability of current contracted customers in Timberline to evaluate and determine renewal pricing.
• Must be self‑motivated and thrive in fast paced environments.

Customer Focus:

• Takes a consultative approach to each account by developing HVAC and mechanical system related solutions for customer's objectives including financial and performance‑based considerations.
• Builds and maintains pipeline of small project work to help customers build a capital spending plan.
• Works with the Customer Success Rep to build and deliver scheduled touch points to review services rendered, repair work completed, and small projects.
• Acts as customer's main point of contact for all aspects of business done with RBI service facilitating communication between other departments.

Profitability:

• Ensure all maintenance agreements are priced with the correct number of hours allocated to the agreement and an adequate margin is placed on all materials.
• All service agreement pricing must be approved by the operations leader within a given territory.
• Develops and maintains multiple relationships with buying influencers within an organization including facility managers, project managers, project engineers, purchasing, director of facilities, and director of operations.

Education, Training, Licenses and/or Certifications:

• 1-3 years of sales experience highly preferred
• 3-5 years of HVAC or related trade experience preferred
• Literacy in Microsoft office suite
• CRM experience
• Ability to write and comprehend reports, business correspondence, proposals, and manuals.

Additional Requirements:

• Comply with all safety standards, policies, and procedures
• Regular and punctual attendance
• Ability to work on a team and interact with people
• Maintain a positive, cooperative, and teachable attitude
• Ability to travel to job sites and occasionally have overnight stays
• Ability to work 8‑to‑10‑hour days, flexible schedule, and overtime when necessary
• Participate in training and educational opportunities as offered or required by the company
• Ability to pass a full background screening and drug screening
• Valid driver's license required and ability to meet company driver qualification policy preferred
• Any other duties assigned by supervisor or management

Riddleberger Brothers, Inc. is an Equal Opportunity Employer.

Minorities, women, veterans, and individuals with disabilities are encouraged to apply.

Equal Opportunity Employer, including disabled and veterans.